Fund Manager Personal

Comprehensive Portfolio Tracking and Analysis

Now more than ever, you need to keep track of your investments so that your finger is always on the pulse of your financial future. You could spend all day looking up closing prices in the newspaper and performing market research manually, or you could consolidate everything on your computer using Fund Manager, a great piece of portfolio management software.

Fund Manager does all of the legwork for you, allowing you to maintain an unlimited number of portfolios with up to 500 investments each. All of your investment records, including transactions and stock splits, are recorded by Fund Manager for access at a moment's notice - you can choose to enter transactions manually or download them directly from an online service! Daily prices are downloaded from the internet, which means that Fund Manager always keeps the value of your portfolio up to date.

The analysis and reporting abilities of Fund Manager are second to none! Perform asset allocation, yield calculations, and capital gain calculations easily and quickly, and see where you stand at anytime using one of the 33 graphs or 13 report types. Best of all, all of your information can be exported to TurboTax, saving you hours of work at tax time!

Review Written by Derek Lee

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Testimonials

Manage an unlimited number of portfolios with up to 500 investments each.

Automate the recordkeeping of your investment transactions.

Download transactions and daily prices from online resources.

Perform yield and capital gain calculations with ease.

Export your information to TurboTax.

Analyze your portfolio using graphs and reports.

You can download and install a free trial of this software before purchasing

Download available for: Windows 98, Me, NT, XP, 2000, 2003, Vista

Buy with BitsDuJour's promotional coupon code and get all this at a discounted price!

Your discount coupon code will be applied to your purchase when you click the 'Buy Now' button.

BitsDuJour downloads use a discount coupon code that comes direct from the software vendor, so you'll always get the latest version of the software app sold under the same terms as a regular sale, just at a great promotional price.

“I just wanted to take a moment to thank you for the absolutely excellent software that comprises the Fund Manager. Using this program has made tracking my portfolio so much simpler. I'm just an average person trying to invest wisely, and your program helps to make this easier to do.”- M. Mrvichin

“Your program has such awesome potential for advisors and we are absolutely pleased with it and the support you've given us.”- G. Evans

“If you are seriously into investing then Fund Manager was designed just for you. It creates charts for you to use in analyzing the performance of your investments. You can look at just about any data available concerning your investment.Samples files are loaded when you install the program and are helpful in getting you started and orienting you to the environment. Setting up new investments is easy enough also - just select "New Investment" from the File menu and start filling in the blanks on the form. As I progressed through the various features I found myself accessing Help quite often. The Help was always there and provided the needed answer or information.Up to nine charts (investments) can be displayed in one window. Double clicking on anyone zooms it to full screen. Naturally, the fewer the charts displayed, the larger they appear on the screen. If you can imagine a way to look at data in chart form regarding your investment, you probably can view it in Fund Manager. Examples are: Fund value, Share price, Price + dist and so forth.This program is not for the timid, it is a full featured investment tracker that roars.”- Editor's Best Pick, America Online Personal Finance Software Center